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Documents and cloud services in PD
I have taken a deeper look at PD’s handling of cloud integration and documents and would like product managers and engineers have a deeper look at this issue. We all need to deliver lawful, sustainable, and user-friendly services. To meet these goals, some work seems necessary. * By default, PD stores any documents created…
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Add PDF to documents from Onedrive
It would be awesome it we could add pdfs as documents from OneDrive. We have smartdocs, but with OneDrive it only allows the addition of word documents. I notice those using Google Drive have the ability to add pdfs as documents. The main reason we want to do this is for the electronic signing capabilities of smart docs.…
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New: Easily Request eSignatures with PDFs and Google Sheets and Google Slides ✍️
What? You can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides. For whom? Smart Docs users on the Professional and Enterprise plan. When? Out now across all regions. 🔔 Be sure to follow What’s New? to get notified about all new product releases 🔔
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Regarding e-signatures
I wish you would stick to the core of your product and focus on the Leads feature and make it fully functional. Releasing s product that is not really working, not connected properly to insights etc. Increase your workflow opportunities... stuff like that. So many eSigning tool out there doing the whole sales enablement…
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Reduced Size PDF Creation
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
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Create Deal Summary / Abstract - For Management Reviews / Approvals
I'm interested in creating a "deal summary or abstract" with the primary terms of the deal that are needed for review and consideration as part of the approval....management wants only certain data, not the entire deal history...and adding a custom checkbox option for approved / rejected / arrange meeting (or even an open…
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Is there any field who add tax+total sum? [Produkt delsum (product subtotal)]+ [Produkt skatt
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Companies logo
Hello, How can I upload a company logo for use in Smart doc? I think this function is very important as no proposal or contract is sent without the client's logo. ------------------ Hola, ¿Cómo puedo subir el logotipo de una compañía para usarlo en Smart doc? Creo que esta función es muy importante ya que ninguna propuesta…
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Share your Smart Docs success story with us!
Hi, community members! My name is Ksenia and I’m the product marketing manager responsible for Smart Docs at Pipedrive. To ensure that Smart Docs’ feature set is well understood by Pipedrive customers, we are looking for a company that is willing to share its Smart Docs usage as a case study to be featured on Pipedrive’s…
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Pipedrive workflow ? 🚀
Hello Everyone, PipeDrive team ! 👋 I am actually using SmartDoc for my (PO) Purchase Order. We are sending the proposal to our client, if the client accept the proposal. Then we are generating the PO through SmartDoc, very useful ! Actually, I am joining @Konrad Job 's Idea for having a workflow possible in PipeDrive. Once…
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Smart Docs - What's planned?
Hi Pipedrivers! I was wondering, what the longterm plan for Smart Docs is - will we be able to set up text fields, or even Spreadsheets, that the customer has to fill out (i.e. like PandaDoc)? Only Text and Pipedrive fields is not enough to build an decent Document in many cases! Thanks in advance. @Inês Batata
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Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
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Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
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Able to show line items and totals exclusive of discount
Dont think I am missing something here but when create docs I would like to show a total price, then any applied discounts and the resulting final price. You don't seem to be able to access the prediscount which I want to show in any proposals ? In the example below the total price pre discount is £688.50 but that doesn't…
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Persona + Participants fields on an automated document
Hi! I am trying to create a document from Pipedrive deals. The challenge is that I need to use the Persona fields and the participants fields on that document. I have seen that with Smart Docs I can only use the person fields. Do you know if Panda Doc or any other Doc app can help me use Personas and Participants data…
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Smart Docs insufficient use of Product Table
Today you can use Product Variants and Durations if you use Products. This is a good solution instead of making several products that are almost equals. The pity is that when you use Smart Docs and try to add Product Table as variable you don't get any information of the Variants and Durations, just a price that is…
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Smart Docs ... unable to offer different altenatives???
Hello, We are currently using PandaDocs as an integration for our proposals, contracts, etc ... SmartDocs seems to want to do the same thing, which is very interesting! BUT ... we often offer different alternatives in the same proposal (Plan A, Plan B, etc...) With PandaDocs all we have to do is add all of the products in…
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Smart Doc (Google Slides?)
Hi Pipedrivers, SmartDoc is definitely a game-changer for Pipedrive business and Pipedrivers! Our request : * Can we include Google Slides in Smart Doc? Potentially equivalent to Google Slides. * Can we include Google Forms in Smart Doc? Potentially equivalent to 'Site inspection software' such as iAuditor. Feel free to…
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Planned: Sales Documents for teams 📄 🧑🏽🤝🧑🏼
Pipedrive knows that composing a proposal is in most cases a joint task involving several people in a team or organisation, sharing documents, content, insights and contributing with their knowledge to present a client with the most compelling offer. Currently, Sales Documents doesn’t fully support this internal process…
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Documents: Data entry, review and signing processes
Hi everyone, I am curious to learn what experienced PD users would recommend for collaborative data entry, review and signature processes specific to most service-type processes. The solution I am looking should address the following processes: * Sales rep creates a modified document (say: an offer/a query/a contract) from…
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Store files in custom locations for a deal, not the main Pipedrive folder.
We use folders for storage of client / planning documents, every-time we go to use the document features and it creates a duplicate of the file we loose the main reference we built into our workflows. Is there any chance a user can specify where they want the file saved on a case by case basis? I don't mind if there's no…
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GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
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Documents - google.com refused to connect
I am trying out the Documents Beta, and when I go into Edit Blank Document for quotes, I receive a notice that says "accounts.google.com refused to connect" I made sure my google account permissions were set for Pipedrive and they are. Not sure whats the issue?
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❗🎥 In Case You Missed It - Here's May's Update! 🚀
https://pipedrive.hubs.vidyard.com/watch/1rnTfvD66CoC96EKSWNXfFIn case you missed it - Pipedrive now has professional grade features for your sales docs such as sharable document templates and e-signature tracking. 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English
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Gebruik correcte NL schrijfwijze bij formele documenten
Hoi, In Nederland komt het heel vaak voor dat een achternaam van een persoon uit 2 delen bestaat; een prefix voor de achternaam. Zoals: de Vries, van Vliet, de Ridder, van der Vlist, etc .. Bij het maken van een formele offerte / contract e.d. is het gebruik van de hoofdletters in de achternaam van een persoon anders dan…
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Now live: Sales Documents to get unbranded Sending and Signing 🧹
🚀 Update: Good news, this is now live! See more here. 🚀 What? Remove Pipedrive branding when sharing documents and requesting e-signatures. For whom? Professional and Enterprise plan. How will it work? * Sales Documents' public links hide the Pipedrive logo and the ‘Try it free’ button. * Pipedrive logo is removed from…
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New: Smart Docs for Teams + unbranded Sending and Signing 📂 ✍️
You may have noticed that... * The feature Sales Documents is now called Smart Docs. What new things can I do? * Easily share Smart Docs templates in Pipedrive, with ‘edit’ or ‘use only’ permissions * Use Permission Sets to restrict regular users from adding their own templates * Use Sales Documents ‘company settings’ to…
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CUSTOM PRODUCTS SALES. CREATEd 1400+ PRODUCTS IN “PRODUCT" SO FAR
My question? when the customer paid, we add products(created earlier) into the deals. can that deal be used to create a P.O with all the details of products. so my teammates don't have to create again on an excel sheet. it has been a pain since 2020. we want to change. there are 10-20 features in one product including…
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Automate email with attachment from document template
I am looking to automate sending an email when a deal is moved to a new state. What i want to have happen is for a template email to be sent, and request signature on an attachment generated from my document templates.